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Alexander Winter

PNC Investments

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About Alexander Winter

Alexander Winter is a financial advisor with PNC Investments. Alexander has been in the financial services industry since 2013. Alexander holds Series 6, 7, 63, and 66 licenses and is registered with FINRA and the State of New Jersey as an Investment Advisor Representative. Alexander has previous experience with T3 Trading Group, LLC and Wells Fargo Advisors, LLC. Alexander provides financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions.

Firm Information

Alexander Winter is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Winter’s Registration & Firm History

NJ

05/16/2016 - Present

PNC Investments (PLAINSBORO NJ)

NY

07/24/2015 - 01/07/2016

T3 TRADING GROUP, LLC (NEW YORK NY)

NJ

06/21/2013 - 05/20/2015

WELLS FARGO ADVISORS, LLC (MARLBORO NJ)

NJ

01/23/2013 - 06/17/2013

SANTANDER SECURITIES LLC (TOMS RIVER NJ)

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Licenses & Designations

BOTH

Issued 05/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alexander Winter. Review regulatory record here.
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